CARTA CLASSROOM

Your space to learn everything equity, venture capital, and ownership

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Featured collections

For founders

From issuing your first SAFE to celebrating your IPO, let us guide you through the ins and outs of building your startup.
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For investors

Forming your first fund? Get to know the basics of private equity and venture—from metrics to legal structures.
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For employees

Get the information you need to unlock the power of your equity compensation.
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Additional collections

Taxes

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Liquidity

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Guide to liquidity

Fundraising

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Guide to startup fundraising

Compensation

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Guide to compensation
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Popular articles

409A valuation

Learn everything you need to know about 409A valuations including what they are, when you need a valuation, valuation methodologies, and the full process.

Advisory shares

Learn how advisory shares work for early-stage companies and how to start issuing equity to your advisors with this comprehensive guide.

Pro forma financial statements

A pro forma financial statement predicts the outcome of a business decision, investment, or deal. Learn when to use a pro forma for your company and what to include.

Schedule K-1 tax form

A Schedule K-1s is a key tax document used by LLCs and other pass-through entities. In this article, we cover important due dates, filing information, and what to include in a Schedule K-1 form.

409A valuation

Learn everything you need to know about 409A valuations including what they are, when you need a valuation, valuation methodologies, and the full process.

Advisory shares

Pro forma financial statements

Schedule K-1 tax form

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Video curriculums

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VIDEO COURSE

Startup Fundraising 101

Raising money for your startup is one of a founder's most important jobs. Let our experts give you the roadmap to an easier and more efficient fundraising round.
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VIDEO COURSE

Venture Capital 101

Learn the fundamentals of starting a venture capital fund.
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VIDEO COURSE

Cap Table 101

Understand cap tables from the founder’s chair—from incorporation to the exit of a fictional company.
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VIDEO COURSE

Equity 101

Learn everything you need to understand and navigate the power of equity, one step at a time.
Carta Classroom | Curriculums | Startup Fundraising 101 thumbnail
VIDEO COURSE

Startup Fundraising 101

Raising money for your startup is one of a founder's most important jobs. Let our experts give you the roadmap to an easier and more efficient fundraising round.
Carta Classroom | Curriculums | Venture Capital 101 thumbnail

Venture Capital 101

Learn the fundamentals of starting a venture capital fund.
Carta Classroom | Curriculums | Cap Table 101 thumbnail

Cap Table 101

Understand cap tables from the founder’s chair—from incorporation to the exit of a fictional company.
Carta Classroom | Curriculums | Equity 101 thumbnail

Equity 101

Learn everything you need to understand and navigate the power of equity, one step at a time.
Help your employees understand their ownership incentive awards
Download the guide

Popular tools

Cap table template

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Option pool calculator

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2024 AMT calculator

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Burn rate calculator

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Latest articles

Building for private capital: Product principles that power Carta
Product Education
June 2025
Building for private capital: Product principles that power Carta
Our product principles keep us bold, focused, and solving real-world problems. Here's what guides us and how we craft software for the unique world of private capital.
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Preferred stock vs. common stock
Equity Education
June 2025
Preferred stock vs. common stock
Common stock and preferred stock offer different benefits to shareholders. Learn about the differences between common shares vs preferred shares in this article.
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What are the most common structures for portfolio company equity in PE?
Data & Research
May 2025
What are the most common structures for portfolio company equity in PE?
Equity vesting schedules vary widely in PE-backed companies based on structure. Learn how corporations and LLCs approach equity grants, cliffs, and timelines.
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2025 PE Executive Equity Report
Data & Research
April 2025
2025 PE Executive Equity Report
Data from more than 1,500 corporations and 500 LLCs that are backed by private equity firms sheds new light on how equity compensation works within the multitrillion-dollar industry.
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How taxes work for LLCs
Founder Education
April 2025
How taxes work for LLCs
Learn how LLC taxation works, what makes LLCs “pass-through” entities, how different types of equity are taxed, and why LLCs avoid double taxation.
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Single-trigger vs. double-trigger RSUs
Liquidity
April 2025
Single-trigger vs. double-trigger RSUs
A double-trigger RSU structure is common, but single-trigger RSUs can have more benefits for employees of late-stage private companies. Learn more.
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Rule 144
Product Education
April 2025
Rule 144
Understanding SEC Rule 144 is essential for most private companies. Learn about Rule 144 of the Securities Act, the Rule 144 date and holding period, and how it could affect your business.
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Stock warrants
Equity Education
March 2025
Stock warrants
Learn everything you need to know about warrants, including what they are, their key components, and when to issue them.
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Warrants vs. options
Equity Education
March 2025
Warrants vs. options
As your company grows and scales, you may have to issue both stock options and warrants at one point or another. What's the difference between the two?
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